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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,724 | $110,410-84.9% | $102,437-83.7% | $145,897-88.5% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 3.61% | 24.85%-21.2pp | 24.95%-21.3pp | 552.29%-548.7pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $750 | $5,622-86.7% | $5,060-85.2% | $6,689-88.8% |
| Admin fee / account holder | $18,956 | $9,745+94.5% | $8,388+126.0% | $13,390+41.6% |